Innovation and Digital in Private Banking, Wealth and Asset Management Conference

Why this Event now

Wealth/Asset industry has been predominately very traditional in the way they interact with clients, define their strategy, and develop processes. The reason lies in a heavily regulated environment and dealing with complex products and clients who prefer outstanding personal service.

The industry is slowly entering the digital age. The gap between customer expectations and traditional offering provides a classic opportunity for new entrants.

Integrating digital technologies into the offering requires firms to adapt their pricing strategies, sales process, operating models. It demands different set of skills. New organizational structures needed to manage these operations.

The main purpose of the event is to get a comprehensive view on digital transformation in the industry and to gather both technology and business professionals to discuss:

  • ·         How to find a long-term value in a digital age (strategy, vision, and implementation). In the end it is not only technology, but people
  • ·         How to prepare and take the most out of predictive analytics, data, data science
  • ·         How to place a relationship manager in digital? (chatbots, robo-advisors)
  • ·         Client data privacy and cyber security (biometrics, e-signatures, identity)

We are not going to describe and discuss features, this gathering is about HOW. We already know what is out there and why digital transformation is important in our industry, but the question is always HOW. Strategy and operational concerns will be discussed along with more technical like how to leverage data, what happens to legacy systems. After speaking with professionals we understood that we can’t afford to leave the question of how to place human into digital. Successful and innovative players will be sharing their journey. Our speakers are those who are directly involved in managing the team, creating frameworks and responsible for processes and tools.

Dates of the Event and location

19th - 20th June 2017

London, United Kingdom


Millennium Collection Millennium LONDON KNIGHTSBRIDGE Logo


The event will be taking place from June 19-20, 2017 at the Millennium Hotel London Knightsbridge, a 4-star hotel in the center of London. The hotel is just 150 m from Knightsbridge Underground Station. The Museum Mile is a 10-minute walk, and Hyde Park is 300 m away.The hotel is located at 17-25 Sloane Street, Knightsbridge, Kensington and Chelsea, London, SW1X 9NU, United Kingdom and online at




Standard Twin


Brompton Room - Classroom



·         Credit Suisse

·         Allianz Global Investors

·         Invesco US

·         BNP Paribas

·         UBS

Who should attend

Private Banking, Wealth Management, Asset Management


Managing Director, Director, Head, SVP, VP, Senior Manager, analysts of

  • ·         Innovation (Chief Innovation Officer)
  • ·         Digital: Chief Digital Officer, Digital Transformation, Digital Strategy, Digital Solutions
  • ·         Business Transformation
  • ·         Digital Marketing
  • ·         Data Science, Big Data
  • ·         Robo-Advisors
  • ·         Fintech and partnerships
  • ·         Cyber security 
  • Registration Fees

    (End Users) Conference + Online Documentation 2499 EUR

    (Solution Providers) Conference + Online Documentation 2999 EUR

    Online Documentation Only 899 EUR


    In order to secure your place please send completed booking form via email to us.